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JP Morgan Private Wealth Advisors’s Alarm.com ALRM Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio ALRM Stock Details ALRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-3,361
Closed -$218K – 1925
2022
Q3 		$218K Sell
3,361
-503
-13% -$34.5K ﹤0.01% 1775
2022
Q2 		$239K Sell
3,864
-1,272
-25% -$78.2K ﹤0.01% 1760
2022
Q1 		$341K Sell
5,136
-960
-16% -$67.9K ﹤0.01% 1699
2021
Q4 		$517K Buy
+6,096
New +$499K ﹤0.01% 1540
2019
Q2 		– Sell
-3,217
Closed -$209K – 1379
2019
Q1 		$209K Sell
3,217
-6,300
-66% -$382K ﹤0.01% 1362
2018
Q4 		$494K Sell
9,517
-2,120
-18% -$102K ﹤0.01% 973
2018
Q3 		$668K Sell
11,637
-66
-0.6% -$3.32K ﹤0.01% 968
2018
Q2 		$473K Buy
11,703
+290
+3% +$12K ﹤0.01% 1025
2018
Q1 		$431K Hold
11,413
– – ﹤0.01% 917
2017
Q4 		$431K Hold
11,413
– – ﹤0.01% 920
2017
Q3 		$516K Buy
11,413
+2,460
+27% +$102K ﹤0.01% 829
2017
Q2 		$337K Buy
+8,953
New +$300K ﹤0.01% 970

Other funds holding ALRM

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return